Hershey Co
HSY- Exchange
- NYSE
- Industry
- Sugar & Confectionery Products
- SEC CIK
- 0000047111
In the last 90 days, Hershey Co insiders filed 0 open-market purchases and 30 sales; 1,417 institutions reported holding it in 13F filings for Q2 2026, worth $22.8B in total; superinvestors Markel Group and Maverick Capital hold it.
13F holders, Q3 2021
Institutional positions in Hershey Co as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,040
- +15 vs. Q2 2021
- Shares held
- 109.9M
- +1.74M (+1.6%) vs. Q2 2021
- Total value
- $18.6B
- −$214.5M (−1.1%) vs. Q2 2021
- New holders
- 87
- 341 more added
- Sold out
- 72
- 307 more reduced
15 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,417 | $22.8B |
| Q1 2026 | 1,480 | $25.9B |
| Q4 2025 | 1,415 | $23.2B |
| Q3 2025 | 1,360 | $23.7B |
| Q2 2025 | 1,314 | $21.3B |
| Q1 2025 | 1,348 | $21.0B |
| Q4 2024 | 1,349 | $20.6B |
| Q3 2024 | 1,400 | $23.6B |
| Q2 2024 | 1,384 | $21.6B |
| Q1 2024 | 1,362 | $22.8B |
| Q4 2023 | 1,352 | $21.8B |
| Q3 2023 | 1,301 | $23.5B |
| Q2 2023 | 1,357 | $29.4B |
| Q1 2023 | 1,337 | $29.4B |
| Q4 2022 | 1,294 | $26.2B |
| Q3 2022 | 1,228 | $24.9B |
| Q2 2022 | 1,212 | $24.1B |
| Q1 2022 | 1,191 | $23.8B |
| Q4 2021 | 1,138 | $21.0B |
| Q3 2021 | 1,040 | $18.6B |
| Q2 2021 | 1,040 | $19.0B |
| Q1 2021 | 1,007 | $17.3B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intrust Bank NA | 4,588 | $777.0K | 0.10% | −66−1.4% | Reduced |
| Savant Capital, LLC | 4,587 | $776.0K | 0.03% | +7+0.2% | Added |
| Wealthspire Advisors, LLC | 4,532 | $767.0K | 0.02% | +1,927+74.0% | Added |
| Cigna Investments Inc | 4,494 | $762.0K | 0.06% | −100−2.2% | Reduced |
| Virtu Financial LLC | 4,494 | $761.0K | 0.07% | +4,494 | New |
| First Command Bank | 4,467 | $756.0K | 0.13% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,467 | $756.0K | 0.13% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,423 | $749.0K | 0.05% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 4,422 | $748.0K | 0.17% | +4+0.1% | Added |
| Intellectus Partners, LLC | 4,416 | $747.0K | 0.18% | +5+0.1% | Added |
| Somerville Kurt F | 4,400 | $745.0K | 0.11% | −100−2.2% | Reduced |
| Swarthmore Group Inc | 4,279 | $745.0K | 0.19% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,389 | $743.0K | 0.34% | +12+0.3% | Added |
| First Midwest Bank Trust Division | 4,377 | $741.0K | 0.11% | +95+2.2% | Added |
| BLB&B Advisors, LLC | 4,335 | $734.0K | 0.05% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,307 | $729.0K | 0.09% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,177 | $728.0K | 0.25% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,282 | $725.0K | 0.02% | −22−0.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,277 | $724.0K | 0.33% | +4,277 | New |
| Private Trust Co NA | 4,243 | $718.0K | 0.10% | +522+14.0% | Added |
| Horizon Investments, LLC | 4,230 | $716.0K | 0.02% | +136+3.3% | Added |
| Ingalls & Snyder LLC | 4,210 | $713.0K | 0.03% | 00.0% | Unchanged |
| Domani Wealth, LLC | 4,204 | $712.0K | 0.15% | 00.0% | Unchanged |
| IBM Retirement Fund | 4,139 | $701.0K | 0.05% | +17+0.4% | Added |
| Fernwood Investment Management, LLC | 4,125 | $698.0K | 0.24% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 4,114 | $696.0K | 0.06% | −148−3.5% | Reduced |
| Welch & Forbes LLC | 4,114 | $696.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,094 | $693.0K | 0.01% | +327+8.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,047 | $686.0K | 0.01% | +243+6.4% | Added |
| Avidian Wealth Solutions, LLC | 4,034 | $683.0K | 0.05% | +125+3.2% | Added |
| Erste Asset Management GmbH | 4,041 | $682.1K | 0.01% | −4,998−55.3% | Reduced |
| Formidable Asset Management, LLC | 4,028 | $682.0K | 0.13% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 4,000 | $677.0K | 0.04% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $677.0K | 0.13% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $677.0K | 0.17% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $677.0K | 0.15% | +4,000 | New |
| Valley Forge Investment Consultants Inc Adv | 3,983 | $674.0K | 0.36% | −30−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 3,970 | $672.0K | 0.02% | +512+14.8% | Added |
| JustInvest LLC | 3,973 | $672.0K | 0.06% | +1,029+35.0% | Added |
| Ipswich Investment Management Co., Inc. | 3,965 | $671.0K | 0.17% | −460−10.4% | Reduced |
| Insight Advisors, LLC | 3,787 | $664.0K | 0.20% | +200+5.6% | Added |
| Boenning & Scattergood, Inc. | 3,921 | $663.0K | 0.12% | −100−2.5% | Reduced |
| Smith, Salley & Associates | 3,892 | $659.0K | 0.05% | +315+8.8% | Added |
| Occudo Quantitative Strategies LP | 3,868 | $655.0K | 0.08% | +3,868 | New |
| Harbour Investments, Inc. | 3,821 | $647.0K | 0.02% | +63+1.7% | Added |
| Quantinno Capital Management LP | 3,811 | $645.0K | 0.72% | +61+1.6% | Added |
| Twin Tree Management, LP | 3,806 | $644.0K | 0.02% | +1,725+82.9% | Added |
| Northstar Asset Management LLC | 3,800 | $643.0K | 0.17% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,782 | $640.0K | 0.07% | −28−0.7% | Reduced |
| Latitude Advisors, LLC | 3,783 | $640.0K | 0.21% | +1,987+110.6% | Added |
| Headinvest, LLC | 3,775 | $639.0K | 0.12% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,773 | $639.0K | 0.17% | +327+9.5% | Added |
| Altshuler Shaham Ltd | 3,735 | $635.0K | 0.00% | +684+22.4% | Added |
| Bartlett & Co. LLC | 3,743 | $634.0K | 0.01% | −1,755−31.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,743 | $633.5K | 0.01% | −1,755−31.9% | Reduced |
| Jacobi Capital Management LLC | 3,705 | $627.0K | 0.08% | +330+9.8% | Added |
| Stephens Inc | 3,655 | $619.0K | 0.01% | +358+10.9% | Added |
| Cribstone Capital Management, LLC | 3,657 | $619.0K | 0.37% | +3,657 | New |
| WBH Advisory Inc | 3,649 | $618.0K | 0.08% | +10.0% | Added |
| Modera Wealth Management, LLC | 3,650 | $618.0K | 0.03% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 3,643 | $617.0K | 0.35% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,644 | $616.3K | 0.01% | +868+31.3% | Added |
| Weatherly Asset Management L. P. | 3,620 | $613.0K | 0.07% | 00.0% | Unchanged |
| Farmers Trust Co | 3,589 | $613.0K | 0.14% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,587 | $607.0K | 0.03% | −56−1.5% | Reduced |
| Spire Wealth Management | 3,549 | $601.0K | 0.02% | +86+2.5% | Added |
| Caldwell Trust Co | 3,535 | $598.3K | 0.08% | +835+30.9% | Added |
| Pinnacle Financial Partners Inc | 3,520 | $596.0K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,511 | $595.0K | 0.02% | +317+9.9% | Added |
| Sound View Wealth Advisors Group, LLC | 3,512 | $594.0K | 0.12% | +10.0% | Added |
| AE Wealth Management LLC | 3,504 | $593.0K | 0.00% | +15+0.4% | Added |
| Sandy Spring Bank | 3,499 | $592.0K | 0.03% | −58−1.6% | Reduced |
| Captrust Financial Advisors | 3,494 | $591.0K | 0.00% | −100−2.8% | Reduced |
| First Hawaiian Bank | 3,470 | $587.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,457 | $585.0K | 0.37% | +3,457 | New |
| Dowling & Yahnke LLC | 3,437 | $582.0K | 0.03% | +2,000+139.2% | Added |
| Ade, LLC | 3,420 | $579.0K | 0.53% | 00.0% | Unchanged |
| Lincoln Capital LLC | 3,363 | $569.0K | 0.15% | +300+9.8% | Added |
| World Asset Management Inc | 3,352 | $567.0K | 0.06% | −312−8.5% | Reduced |
| America First Investment Advisors, LLC | 3,327 | $563.0K | 0.17% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,284 | $556.0K | 0.06% | −352−9.7% | Reduced |
| HM Payson & Co | 3,285 | $556.0K | 0.01% | −64−1.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,284 | $556.0K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 3,137 | $554.0K | 0.36% | +3,137 | New |
| United Capital Financial Advisers, LLC | 3,248 | $550.0K | 0.00% | −17−0.5% | Reduced |
| Valley Brook Capital Group | 3,211 | $543.0K | 0.54% | −35−1.1% | Reduced |
| Old National Bancorp | 3,206 | $543.0K | 0.02% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,175 | $537.0K | 0.07% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 3,165 | $535.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,150 | $533.0K | 0.06% | +1,600+103.2% | Added |
| Woodstock Corp | 3,145 | $532.0K | 0.06% | −150−4.6% | Reduced |
| Community Bank, N.A. | 3,104 | $525.0K | 0.06% | −2,419−43.8% | Reduced |
| Prio Wealth Limited Partnership | 3,100 | $525.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,086 | $522.0K | 0.09% | −339−9.9% | Reduced |
| Waters Parkerson & Co., LLC | 3,063 | $518.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,060 | $518.0K | 0.03% | +85+2.9% | Added |
| BerganKDV Wealth Management, LLC | 3,035 | $514.0K | 0.06% | +149+5.2% | Added |
| Bellwether Advisors, LLC | 3,022 | $511.0K | 0.17% | +3,022 | New |
| Centaurus Financial, Inc. | 3,000 | $508.0K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,000 | $508.0K | 0.05% | 00.0% | Unchanged |